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NewEdge Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NewEdge Wealth, LLC

报告期 2026-03-31 · CIK 0001861796

持仓数

1,124

前50大市值合计

$4.90B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 17增持 80减持 46清仓 7

方向

标的

Δ市值

现股数(环比)

减持

— NEW RELIC INC

-$32.7M

58,485 -90%

减持

SAFE SAFEHOLD INC

-$17.3M

2,749,165 -2%

增持

HRB BLOCK H & R INC

+$17.3M

1,007,746 +23%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

BABA ALIBABA GROUP HLDG LTD

+$14.1M

167,842 +2813%

增持

ADBE ADOBE INC

+$14.0M

63,478 +69%

建仓

— ENDEAVOR GROUP HLDGS INC

+$13.9M

697,728

减持

— INTERPUBLIC GROUP COS INC

-$13.6M

21,918 -94%

清仓

PFG PRINCIPAL FINANCIAL GROUP IN

-$12.1M

0 -100%

增持

MS MORGAN STANLEY

+$11.9M

158,676 +1230%

建仓

SWKS SKYWORKS SOLUTIONS INC

+$11.4M

115,448

减持

EXPD EXPEDITORS INTL WASH INC

-$10.8M

17,081 -84%

建仓

KMB KIMBERLY-CLARK CORP

+$10.6M

87,399

增持

GOOGL ALPHABET INC

+$10.6M

401,049 +15%

建仓

EXEL EXELIXIS INC

+$10.2M

468,551

减持

— AVANTAX INC

-$10.0M

351,247 -59%

增持

— DISCOVER FINL SVCS

+$9.7M

116,220 +3771%

增持

CMCSA COMCAST CORP NEW

+$9.3M

257,015 +415%

增持

AZO AUTOZONE INC

+$9.3M

14,898 +30%

建仓

VST VISTRA CORP

+$9.2M

276,671

增持

META META PLATFORMS INC

+$9.0M

131,998 +24%

减持

BX BLACKSTONE INC

+$8.7M

636,673 -1%

增持

REGN REGENERON PHARMACEUTICALS

+$8.1M

28,432 +33%

增持

LLY ELI LILLY & CO

+$7.5M

67,687 +10%

增持

CNQ CANADIAN NAT RES LTD

+$6.9M

411,846 +17%

减持

JEF JEFFERIES FINL GROUP INC

-$6.5M

325,840 -41%

增持

MA MASTERCARD INCORPORATED

+$6.4M

73,532 +27%

清仓

A AGILENT TECHNOLOGIES INC

-$6.3M

0 -100%

增持

KLAC KLA CORP

+$6.2M

72,405 +30%

减持

HUN HUNTSMAN CORP

-$6.0M

9,434 -96%

增持

ALSN ALLISON TRANSMISSION HLDGS I

+$5.1M

476,602 +17%

增持

FTSM FIRST TR EXCHANGE-TRADED FD

+$5.0M

117,861 +253%

增持

SU SUNCOR ENERGY INC NEW

+$4.9M

534,862 +16%

减持

ABT ABBOTT LABS

-$4.8M

32,723 -55%

增持

MSFT MICROSOFT CORP

+$4.7M

456,027 +12%

增持

R RYDER SYS INC

+$4.7M

147,314 +13%

增持

NVS NOVARTIS AG

+$4.7M

281,795 +18%

减持

DHR DANAHER CORPORATION

-$4.5M

19,024 -50%

增持

— POWERSCHOOL HOLDINGS INC

+$4.3M

1,026,564 +4%

增持

AMGN AMGEN INC

+$4.2M

54,179 +17%

增持

MTG MGIC INVT CORP WIS

+$4.2M

1,327,630 +17%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$4.0M

70,012 +33%

增持

OKTA OKTA INC

+$3.8M

165,587 +18%

增持

LOW LOWES COS INC

+$3.7M

91,425 +35%

增持

AMAT APPLIED MATLS INC

+$3.6M

116,881 +34%

增持

— LAM RESEARCH CORP

+$3.6M

27,012 +30%

减持

— CANO HEALTH INC

-$3.4M

276,525 -89%

增持

WMT WALMART INC

+$3.3M

23,436 +737%

减持

AMZN AMAZON COM INC

-$3.3M

186,739 -10%

增持

SPY SPDR S&P 500 ETF TR

+$3.2M

150,753 +9%

增持

JPM JPMORGAN CHASE & CO

+$3.1M

232,926 +11%

增持

GILD GILEAD SCIENCES INC

+$3.0M

312,395 +18%

增持

HD HOME DEPOT INC

+$2.9M

105,493 +13%

增持

ORLY OREILLY AUTOMOTIVE INC

+$2.9M

30,116 +17%

建仓

KNG FIRST TR EXCHANGE-TRADED FD

+$2.8M

57,500

减持

— BERRY GLOBAL GROUP INC

-$2.8M

208,477 -14%

增持

DGRW WISDOMTREE TR

+$2.7M

480,731 +15%

建仓

— ARISTA NETWORKS INC

+$2.5M

13,737

增持

IQLT ISHARES TR

+$2.5M

901,027 +16%

减持

ASH ASHLAND INC

-$2.4M

345,519 -2%

增持

ABBV ABBVIE INC

+$2.4M

87,377 +11%

减持

CRM SALESFORCE INC

-$2.4M

80,253 -9%

增持

COP CONOCOPHILLIPS

+$2.4M

87,387 +12%

增持

EOG EOG RES INC

+$2.3M

106,123 +9%

减持

EL LAUDER ESTEE COS INC

-$2.2M

1,521 -88%

增持

USIG ISHARES TR

+$2.2M

365,002 +19%

减持

VEA VANGUARD TAX-MANAGED FDS

-$2.2M

152,946 -20%

增持

AGG ISHARES TR

+$2.2M

60,539 +68%

减持

TXN TEXAS INSTRS INC

-$2.2M

31,732 -21%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$2.1M

332,545 +16%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$2.1M

27,094 +30%

增持

EXP EAGLE MATLS INC

+$2.0M

78,576 +32%

增持

SCHW SCHWAB CHARLES CORP

+$2.0M

395,422 +14%

减持

NKE NIKE INC

-$2.0M

18,193 -46%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$2.0M

288,807 -10%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$2.0M

102,231 -7%

减持

ISRG INTUITIVE SURGICAL INC

-$1.9M

14,876 -19%

增持

EFA ISHARES TR

-$1.9M

612,397 +1%

增持

VRSN VERISIGN INC

+$1.9M

62,656 +32%

建仓

AJG GALLAGHER ARTHUR J & CO

+$1.9M

8,481

增持

TPL TEXAS PACIFIC LAND CORPORATI

+$1.9M

3,056 +10%

增持

CALF PACER FDS TR

+$1.9M

399,731 +10%

减持

KO COCA COLA CO

-$1.9M

196,605 -8%

增持

UBER UBER TECHNOLOGIES INC

+$1.8M

329,341 +7%

清仓

PAYC PAYCOM SOFTWARE INC

-$1.8M

0 -100%

建仓

VV VANGUARD INDEX FDS

+$1.8M

8,951

增持

VGLT VANGUARD SCOTTSDALE FDS

+$1.6M

204,221 +33%

增持

PG PROCTER AND GAMBLE CO

+$1.5M

68,169 +23%

减持

SBUX STARBUCKS CORP

-$1.5M

78,618 -11%

建仓

TLT ISHARES TR

+$1.5M

17,260

减持

AMT AMERICAN TOWER CORP NEW

-$1.5M

14,004 -29%

增持

V VISA INC

+$1.5M

119,978 +9%

减持

IWF ISHARES TR

-$1.4M

131,726 -0%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.4M

20,048 +21%

增持

VO VANGUARD INDEX FDS

-$1.4M

132,291 +1%

减持

RTX RTX CORPORATION

-$1.4M

24,949 -23%

减持

SPGI S&P GLOBAL INC

-$1.4M

2,017 -61%

建仓

ESGV VANGUARD WORLD FD

+$1.3M

17,735

增持

— EXXON MOBIL CORP

+$1.3M

40,029 +26%

增持

XLE SELECT SECTOR SPDR TR

+$1.3M

108,144 +4%

增持

WFC WELLS FARGO CO NEW

+$1.3M

388,934 +13%

增持

— ACCENTURE PLC IRELAND

+$1.2M

60,497 +8%

减持

PLD PROLOGIS INC.

-$1.2M

17,081 -33%

减持

IEMG ISHARES INC

-$1.2M

91,350 -18%

减持

ADI ANALOG DEVICES INC

-$1.2M

7,545 -41%

减持

CCI CROWN CASTLE INC

-$1.1M

23,431 -19%

增持

LMBS FIRST TR EXCHANGE-TRADED FD

+$1.1M

70,732 +52%

清仓

DG DOLLAR GEN CORP NEW

-$1.1M

0 -100%

减持

VTV VANGUARD INDEX FDS

-$1.1M

263,942 -0%

增持

AVGO BROADCOM INC

+$1.1M

44,289 +8%

增持

CSCO CISCO SYS INC

+$1.1M

113,343 +18%

减持

KWEB KRANESHARES TR

-$1.1M

768,471 -7%

清仓

IDV ISHARES TR

-$1.1M

0 -100%

减持

BUG GLOBAL X FDS

-$1.1M

48,474 -47%

建仓

GCOW PACER FDS TR

+$1.1M

32,555

增持

RPG INVESCO EXCHANGE TRADED FD T

+$1.1M

83,137 +776%

增持

VB VANGUARD INDEX FDS

-$1.1M

132,428 +1%

增持

— ASPEN TECHNOLOGY INC

+$1.1M

23,470 +5%

减持

AMD ADVANCED MICRO DEVICES INC

-$1.0M

4,240 -67%

增持

GOOG ALPHABET INC

+$1.0M

64,910 +4%

减持

— JFROG LTD

-$1.0M

148,353 -14%

清仓

TFC TRUIST FINL CORP

-$1.0M

0 -100%

减持

SHW SHERWIN WILLIAMS CO

-$985.6K

13,973 -18%

增持

FTSL FIRST TR EXCHANGE-TRADED FD

+$939.6K

32,293 +172%

增持

CVX CHEVRON CORP NEW

+$933.3K

45,622 +6%

增持

UPS UNITED PARCEL SERVICE INC

-$926.9K

74,693 +7%

减持

PH PARKER-HANNIFIN CORP

-$922.9K

4,907 -32%

增持

— LINDE PLC

+$921.0K

34,086 +10%

减持

UNH UNITEDHEALTH GROUP INC

+$893.2K

40,750 -0%

清仓

GUNR FLEXSHARES TR

-$868.0K

0 -100%

建仓

PHO INVESCO EXCHANGE TRADED FD T

+$861.1K

16,192

减持

NFLX NETFLIX INC

-$858.1K

12,082 -2%

增持

FTNT FORTINET INC

+$847.3K

273,528 +36%

增持

RDVY FIRST TR EXCHANGE-TRADED FD

+$827.4K

64,063 +43%

增持

BSX BOSTON SCIENTIFIC CORP

+$813.8K

52,216 +45%

减持

DEO DIAGEO PLC

-$813.8K

14,898 -15%

减持

PFF ISHARES TR

-$797.5K

258,131 -7%

增持

IEFA ISHARES TR

+$793.2K

266,772 +10%

减持

AEP AMERICAN ELEC PWR CO INC

-$785.6K

3,640 -71%

建仓

TFX TELEFLEX INCORPORATED

+$784.9K

3,996

建仓

CMF ISHARES TR

+$780.1K

14,225

增持

LII LENNOX INTL INC

+$771.5K

10,131 +9%

减持

MINT PIMCO ETF TR

-$765.0K

3,605 -68%

减持

EEMA ISHARES INC

-$761.4K

5,087 -69%

建仓

— PAGAYA TECHNOLOGIES LTD

+$750.8K

475,191

增持

VNQ VANGUARD INDEX FDS

-$740.0K

147,896 +4%

增持

BBVA BANCO BILBAO VIZCAYA ARGENTA

+$733.9K

297,177 +38%

增持

— PIONEER NAT RES CO

+$729.3K

15,278 +14%

建仓

ESML ISHARES TR

+$727.7K

21,626

增持

VOO VANGUARD INDEX FDS

+$720.8K

17,259 +16%

增持

NSC NORFOLK SOUTHN CORP

+$702.2K

12,301 +62%